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CE

Constance Edwards

RF M&A SERVICES
CHARLOTTE, NC 28202
Some features on this profile are disabled
CRD#: 2537149
CE
Constance EdwardsRF M&A SERVICES

Professional summary

Constance Edwards, who also goes by Connie Edwards, Constance Regina Edwards, Connie Lenane, Constance Regina Lenane, is a registered financial professional currently at RF M&A SERVICES LLC located in Charlotte, North Carolina.

Constance is registered as a RR (Registered Representative) and started their career in finance in 2004. Constance has worked at 3 firms and has passed the Series 63, Series 82TO, Series 79TO, Series 99TO, SIE, Series 7, Series 52 and Series 53 exams.

Aliases

Connie Edwards | Constance Regina Edwards | Connie Lenane | Constance Regina Lenane

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Constance Edwards's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 16, 2026 - Present

RF M&A SERVICES LLC

Office #1: 227 W. Trade Street Suite 2200, Charlotte, NC 28202
BD
CRD#: 154250
CHARLOTTE, NC
Past

September 1, 2009 - April 10, 2026

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC
Past

November 8, 2004 - September 28, 2009

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(6/16/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 7/9/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Status Unavailable
Passed: 6/16/2026
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 79TO
Status Unavailable
Passed: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Status Unavailable
Passed: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 11/7/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Status Unavailable
Passed: 11/6/2004
Municipal Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Status Unavailable
Passed: 3/9/2005
Municipal Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RM
RF M&A SERVICES LLC
BLACKARCH SECURITIES LLC | RF M&A SERVICES LLC | BLACKARCH SECURITIES, LLC

CRD#: 154250 / SEC#: , 8-68621

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202
Mailing Address
227 W. Trade Street Suite 2200, Charlotte, NC 28202
Phone number
(704) 414-6300
Established
North Carolina since 05/03/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BLACKARCH PARTNERS, LLCSOLE MEMBER
EDWARDS, WILLIAM BRIANCHIEF COMPLIANCE OFFICER4368899
HAMILTON, GRANT THOMASVICE PRESIDENT/ REGISTERED PRINCIPAL4697922
HOLLOWAY, GLENN CHRISTOPHERPRESIDENT/DESIGNATED PRINCIPAL/FINOP/CFO/PFO/POO4566759

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RF M&A SERVICES LLC

CRD#: 154250Charlotte, NC 28202

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